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Bedel Financial Consulting’s California Water Service CWT Stock Holding History

Bedel Financial Consulting’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-8
Closed – – 823
2020
Q1 		$0 Buy
+8
New +$415 ﹤0.01% 834

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T. Rowe Price Associates
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PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bedel Financial Consulting's CWT Position: Q2 2020 in Review

Bedel Financial Consulting sold out of California Water Service (CWT) in Q2 2020, closing a stake of 8 shares.

Bedel Financial Consulting first reported a position in CWT in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 258 funds tracked by Wall St. Rank hold CWT as of Q2 2020.

  • Bedel Financial Consulting reported no remaining California Water Service position as of Q2 2020 after selling out during the quarter.
  • Bedel Financial Consulting sold 8 California Water Service shares in Q2 2020.
  • Bedel Financial Consulting first reported a position in California Water Service in Q1 2020 and held it in 1 quarter.
  • Bedel Financial Consulting's California Water Service position peaked at $0 in Q1 2020.
  • 258 funds tracked by Wall St. Rank held California Water Service as of Q2 2020.

Based on Bedel Financial Consulting's 13F filing for Q2 2020, filed 14 Jul 2020.